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Status Shipped
Created by Chris Waters
Created on Oct 13, 2015

Report improvement: Show product line goals, the initiatives that link to them and the child initiatives that are below

I've setup inititiatives for our development teams. Each initiative rolls-up to a "roll-up initiative" at the product line level.
Each Roll-up initiative is linked to a product line goal.

I would like to create a report that shows:
Goals -> Roll-up Initiatives -> Initiatives
But I find that Goals are not inherited for reporting.
i.e. if A roll-up initiative is linked to a goal, then all initiatives linked to the roll-up should show up as being under the same goal.

But I find I have to manually enter the goal into each initiative individually. This doesn't make sense. Logically, they should be inherited.
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  • Brooke Huling
    Reply
    |
    Dec 8, 2015

    This is causing us a lot of churn and issues with setting year end goals.  Has anyone found a viable work around?  It seems odd to have so much roll up but only 2 levels on any given report.

  • Guest
    Reply
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    Nov 10, 2015

    I'm glad I found this after I spent half an hour tinkering without success.